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zach-michigansub
Level 1

When I upload my chart of accounts with sub accounts using the format Main Name: Sub Name the accounts do not upload as sub accounts rather each their own main account.

 
2 Comments 2
MadelynC
Moderator

When I upload my chart of accounts with sub accounts using the format Main Name: Sub Name the accounts do not upload as sub accounts rather each their own main account.

Glad to see you in the Community, @zach-michigansub. I’m here to help sort this out.


As long as the format and mapping are correct, you can upload your chart of accounts in QuickBooks Online (QBO) without issues.


Please know that QBO imports data in a specific structure and naming convention for the Type and Detail Type columns. Account types and Detail types determine the data shown on financial reports like the Balance Sheet and Profit & Loss statements. Make sure everything is accurate.


You can check these resources to learn how your spreadsheet should look and why it’s important to understand the chart of accounts and set it up correctly:

 


On the other hand, if the format and mapping are correct, we can perform some troubleshooting steps to resolve this.


First, access your QBO account in an incognito or private window to verify if this is related to browser issues. Here are the keyboard shortcuts you can use for quick navigation:

 

  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Ctrl + Shift + P (Mozilla Firefox browser & Microsoft Edge)
  • Press keys: Command + Shift + N (Safari browser)


Once logged in, check your chart of accounts. If everything is right, get back to your regular browser and clear its cache. Doing this helps the program to run smoothly. You can also use other supported browsers as an alternative.


I've added this article in case you need tips to customize your accounts in QBO: How to organize your chart of accounts. This will allow you to quickly determine your financial health so you can make better arrangements moving forward.


Please don't hesitate to add a comment if you need further assistance with managing your chart of accounts. I’ll be here. Keep safe always!

zach-michigansub
Level 1

When I upload my chart of accounts with sub accounts using the format Main Name: Sub Name the accounts do not upload as sub accounts rather each their own main account.

Thanks. 

 

I've tried on incognito after clearing cache and following your instructions. Unfortunately the same result occurs.

 

I've tried both formats below with the same result, that is, none are uploading as sub accounts.

 

Main Account: Sub Account

Main Account:Sub Account

 

Quickbooks does properly remove the prefix account name Main Account on both uploads but it does not nest the Sub Accounts under any of the prefix accounts.

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